Who owns AVUS (AVUS)
Which tracked institutional funds hold AVUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVUS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
156 tracked funds added or opened AVUS while 79 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVUS’s largest tracked holder by dollar value, HB Wealth Management, LLC, sizes it at 4.1% of its own reported 13F book, while the median holder sizes it at 4.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVUS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 551 tracked filers holding AVUS, 312 increased or opened the position and 168 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVUS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 30
- MASECO LLP$260M
- Werba Rubin Papier Wealth Management$82M
- LexAurum Advisors, LLC$24M
- Summit Portfolio Management, LTD.$14M
- Concurrent Investment Advisors, LLC$14M
- HUB Investment Partners, LLC$10M
Full exits 15
- AXXCESS WEALTH MANAGEMENT, LLC$40M
- Divergent Planning, LLC$27M
- SOL Capital Management CO$7M
- SageView Advisory Group, LLC$3M
- Global Retirement Partners, LLC$3M
- VISTA INVESTMENT PARTNERS LLC$3M
Largest adds
- HB Wealth Management, LLC$52M
- BANK OF AMERICA CORP /DE/$46M
- CORRECT CAPITAL WEALTH MANAGEMENT$37M
- AMERICAN CENTURY COMPANIES INC$35M
- EP Wealth Advisors, LLC$27M
- COMMONWEALTH EQUITY SERVICES, LLC$27M
Largest trims
- Annex Advisory Services, LLC$61M
- Quantum Financial Advisors, LLC$40M
- TRAPHAGEN INVESTMENT ADVISORS LLC$23M
- Henrickson Nauta Wealth Advisors, Inc.$23M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$18M
- ACORN FINANCIAL ADVISORY SERVICES INC /ADV$15M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HB Wealth Management, LLC added | 5,744,706 | $639M | 7.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 4,143,011 | $461M | 5.7% | 2026-Q1 |
| Oak Root LLC | 2,905,949 | $323M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 2,388,713 | $266M | 3.3% | 2026-Q1 |
| MASECO LLP added | 2,338,277 | $260M | 3.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,958,899 | $233M | 2.9% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 1,929,071 | $214M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,831,442 | $204M | 2.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,612,702 | $179M | 2.2% | 2026-Q1 |
| Financial Plan, Inc. added | 1,393,958 | $155M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,353,972 | $151M | 1.9% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,338,377 | $149M | 1.8% | 2026-Q1 |
| Great Point Wealth Advisors, LLC added | 1,144,864 | $127M | 1.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 1,090,378 | $121M | 1.5% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 1,053,744 | $117M | 1.4% | 2026-Q1 |
| Modera Wealth Management, LLC added | 1,027,703 | $114M | 1.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 994,329 | $111M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 973,398 | $108M | 1.3% | 2026-Q1 |
| Creative Planning trimmed | 969,480 | $108M | 1.3% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 878,146 | $98M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 875,159 | $97M | 1.2% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 762,310 | $95M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 829,852 | $92M | 1.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 806,679 | $90M | 1.1% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 802,554 | $89M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 781,758 | $87M | 1.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 753,152 | $84M | 1.0% | 2026-Q1 |
| McLean Asset Management Corp added | 741,463 | $82M | 1.0% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 733,306 | $82M | 1.0% | 2026-Q1 |
| B&D White Capital Company, LLC trimmed | 732,440 | $81M | 1.0% | 2026-Q1 |
| BCR Wealth Strategies, LLC added | 698,997 | $78M | 1.0% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 689,828 | $77M | 0.9% | 2026-Q1 |
| Cresset Asset Management, LLC added | 651,947 | $72M | 0.9% | 2026-Q1 |
| SC&H Financial Advisors, Inc. added | 635,792 | $71M | 0.9% | 2026-Q1 |
| Rockwood Wealth Management, LLC added | 614,490 | $68M | 0.8% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS added | 605,425 | $67M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 578,875 | $64M | 0.8% | 2026-Q1 |
| Plancorp, LLC added | 527,925 | $61M | 0.8% | 2026-Q1 |
| Savant Capital, LLC added | 539,582 | $60M | 0.7% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. added | 522,317 | $58M | 0.7% | 2026-Q1 |
| ACCREDITED INVESTOR SERVICES, LLC added | 516,537 | $57M | 0.7% | 2026-Q1 |
| WMG Financial Advisors, LLC trimmed | 501,509 | $56M | 0.7% | 2026-Q1 |
| CPC Advisors, LLC added | 491,240 | $55M | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 487,207 | $54M | 0.7% | 2026-Q1 |
| Leo Wealth, LLC trimmed | 471,880 | $52M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 455,156 | $51M | 0.6% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 448,633 | $50M | 0.6% | 2026-Q1 |
| World Investment Advisors added | 441,517 | $49M | 0.6% | 2026-Q1 |
| Geometric Wealth Advisors added | 436,101 | $48M | 0.6% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 433,053 | $48M | 0.6% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 431,250 | $48M | 0.6% | 2026-Q1 |
| Disciplina Capital Management LLC trimmed | 428,123 | $48M | 0.6% | 2026-Q1 |
| AWM CAPITAL, LLC trimmed | 425,360 | $47M | 0.6% | 2026-Q1 |
| Waverly Advisors, LLC added | 412,735 | $46M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 410,745 | $46M | 0.6% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 392,287 | $44M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 380,902 | $42M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 380,203 | $42M | 0.5% | 2026-Q1 |
| Mattern Wealth Management LLC added | 367,705 | $41M | 0.5% | 2026-Q1 |
| BSW Wealth Partners added | 365,474 | $41M | 0.5% | 2026-Q1 |
| LEGACY FINANCIAL GROUP, INC. added | 363,360 | $40M | 0.5% | 2026-Q1 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 362,493 | $40M | 0.5% | 2026-Q1 |
| Indivisible Partners added | 360,670 | $40M | 0.5% | 2026-Q1 |
| Arcadia Wealth Management, Inc. added | 359,269 | $40M | 0.5% | 2026-Q1 |
| Gradient Investments LLC added | 357,756 | $40M | 0.5% | 2026-Q1 |
| Glenview Trust Co trimmed | 350,326 | $39M | 0.5% | 2026-Q1 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 335,974 | $37M | 0.5% | 2026-Q1 |
| Highland Financial Advisors, LLC added | 335,193 | $37M | 0.5% | 2026-Q1 |
| Align Financial, LLC trimmed | 333,253 | $37M | 0.5% | 2026-Q1 |
| CVA Family Office, LLC added | 310,746 | $35M | 0.4% | 2026-Q1 |
| Signature Resources Capital Management, LLC added | 310,523 | $35M | 0.4% | 2026-Q1 |
| JRM Investment Counsel, LLC trimmed | 310,296 | $34M | 0.4% | 2026-Q1 |
| Hutchens & Kramer Investment Management Group, LLC added | 299,681 | $33M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 299,518 | $33M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 284,129 | $32M | 0.4% | 2026-Q1 |
| HTG Investment Advisors, Inc. added | 276,823 | $31M | 0.4% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 272,522 | $30M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 269,036 | $30M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 275,082 | $30M | 0.4% | 2026-Q1 |
| Burton Enright Welch added | 265,535 | $30M | 0.4% | 2026-Q1 |
| CONTINUUM WEALTH ADVISORS, LLC trimmed | 261,916 | $29M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 249,495 | $28M | 0.3% | 2026-Q1 |
| Zhang Financial LLC added | 242,233 | $27M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 222,642 | $27M | 0.3% | 2026-Q1 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC trimmed | 240,833 | $27M | 0.3% | 2026-Q1 |
| Sensenig Capital Advisors, Inc trimmed | 238,838 | $27M | 0.3% | 2026-Q1 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC trimmed | 237,607 | $26M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 237,152 | $26M | 0.3% | 2026-Q1 |
| WorthPointe, LLC trimmed | 226,547 | $25M | 0.3% | 2026-Q1 |
| Oak Wealth Advisors LLC added | 223,453 | $25M | 0.3% | 2026-Q1 |
| LexAurum Advisors, LLC added | 214,512 | $24M | 0.3% | 2026-Q1 |
| Trellis Wealth Advisors LLC trimmed | 205,746 | $23M | 0.3% | 2026-Q1 |
| Torren Management, LLC added | 197,066 | $22M | 0.3% | 2026-Q1 |
| Henrickson Nauta Wealth Advisors, Inc. trimmed | 195,625 | $22M | 0.3% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC added | 195,220 | $22M | 0.3% | 2026-Q1 |
| Adero Partners, LLC added | 1,659,169 | $153M | 1.9% | 2025-Q1 stale |
| Waypoint Wealth Partners Inc. trimmed | 1,059,366 | $107M | 1.3% | 2025-Q2 stale |
| Full Sail Capital, LLC trimmed | 631,210 | $69M | 0.8% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 359,010 | $40M | 0.5% | 2025-Q4 stale |
| Divergent Planning, LLC added | 242,241 | $27M | 0.3% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.